See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,900 | $179,726-58.3% | $156,263-52.1% | $142,382-47.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3.62% | 77.86%-74.2pp | 59.47%-55.9pp | 217.08%-213.5pp |
| Employer contribution / active EE | $7,112 | $5,069+40.3% | $4,333+64.1% | $4,299+65.4% |
| Participant deferral / active EE | $12,018 | $6,956+72.8% | $6,158+95.2% | $6,507+84.7% |
| Admin fee / account holder | $120 | $17,272-99.3% | $14,255-99.2% | $12,624-99.0% |